Mark Mobius, executive chairman of Templeton Asset Management, is very positive on commodities, especially integrated emerging markets oil companies including Chinese and Indian energy firms like Reliance. He shares his views with CNBC's Martin Soong and Sri Jegarajah.
"China's Still a Great Investment"
The long-term story in China is still very bright. And investors should take note that H-shares are currently trading at a substantial discount to their A-share counterparts says Mark Mobius, executive chairman at Templeton Asset Management. He also goes further afield to say that Russia is in a sweet spot, that Putin has done all the right things for Russia and comments positively that Russia's diplomacy in the Georgia affair has far reaching foreign relations benefits.
